Peter Alvarez – Financial Adviser

Adviser identifying number: 1000027
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005

Name of the licence holder: NAVIGATE WEALTH PTY. LTD.
Licence number: 332417
Licensee’s ABN: 21132336844
Licence controlled by:

The date the Financial Adviser commenced the appointment: 03/03/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: NAVIGATE WEALTH PTY. LTD.
Authorised Representative identifying number: 332417
Authorised Representative’s ABN: 21132336844

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Bachelor of Applied Finance – University of Western Sydney
• Diploma of Financial Planning – Financial Planning Association of Australia/Deakin University
• Graduate Diploma of Financial Planning – Financial Services and Securities Institute of Australia (FINSIA)
• SMSF Specialist Advisor – SMSF Association of Australia

Relevant memberships of professional bodies or industry associations:

• Association of Independently Owned Financial Professionals (AIOFP)
• Fellow FINSIA
• SMSF Association

Peter Alvarez is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility